Glassman Wealth Services Dimensional ETF Tr Transaction History
Glassman Wealth Services
- $596 Million
- Q1 2025
A detailed history of Glassman Wealth Services transactions in Dimensional ETF Tr stock. As of the latest transaction made, Glassman Wealth Services holds 9,860 shares of DFAU stock, worth $423,684. This represents 0.06% of its overall portfolio holdings.
Number of Shares
9,860
Previous 9,860
-0.0%
Holding current value
$423,684
Previous $399,000
5.01%
% of portfolio
0.06%
Previous 0.07%
Shares
5 transactions
Others Institutions Holding DFAU
# of Institutions
505Shares Held
134MCall Options Held
30.6KPut Options Held
700-
Sequoia Financial Advisors, LLC5.63MShares$242 Million1.87% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$178 Million5.04% of portfolio
-
Aquire Wealth Advisors, LLC3.76MShares$161 Million44.46% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.53MShares$152 Million1.69% of portfolio
-
Modera Wealth Management, LLC3.52MShares$151 Million1.87% of portfolio